Plan Snapshot
- Plan Sponsor: Moss Motors, Ltd
- Sponsor EIN: 951561887
- Sponsor Address: 400 RUTHERFORD STREET, GOLETA, CA, 93117
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $15.1M | $256,853 | $638,545 |
| 2023 | 152 | $15.7M | $234,872 | $554,413 |
| 2022 | 153 | $13.0M | $222,098 | $580,266 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $19,834 | $15,000 | — | — | — |
| 2023 | $19,231 | $15,000 | — | — | — |
| 2022 | $18,964 | — | — | — | — |